DWA
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Delap Wealth Advisory’s Philip Morris PM Stock Holding History

Delap Wealth Advisory’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,459
Closed -$225K – 249
2024
Q1 		$225K Sell
2,459
-3,147
-56% -$288K 0.09% 220
2023
Q4 		$527K Buy
+5,606
New +$527K 0.24% 49